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| Provider | Service type | Compensation |
|---|---|---|
MILLIMAN, INC.1+ years Filed as: MILLIMAN Service code 15 · EIN 91-0675641 | Recordkeeping | $64,918 |
Service code 27 · EIN 04-3046611 | Advisory (Plan) | $29,070 |
REINHART BOERNER VAN DEUREN S.C.1+ years Filed as: REINHART, BOERNER, VAN DUREN Service code 29 · EIN 39-1126909 | Legal | $27,031 |
MATRIX TRUST COMPANY1+ years Service code 21 · EIN 75-3182674 717 17TH ST SUITE 1300 · DENVER, CO 80202 | Bank Trustee | $21,583 |
BAUMAN ASSOCIATES1+ years Service code 10 · EIN 39-1277627 | Accounting | $12,455 |
WILSON-MCSHANE CORPORATION1+ years Filed as: WILSON-MCSHANE Service code 10 · EIN 41-0956552 | Accounting | $12,161 |
ANDERSON AGENCY1+ years Filed as: ANDERSON INSURANCE & INVESTMENT Service code 23 · EIN 41-0125290 | Insurance services | $11,656 |
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,329 | $50,498-0.3% | $75,784-33.6% | $55,191-8.8% |
| Participation rate | 98.6% | 69.4%+29.2pp | 75.8%+22.8pp | 69.2%+29.5pp |
| Annual return | -2.30% | 1.80%-4.1pp | 9.68%-12.0pp | 10.78%-13.1pp |
| Employer contribution / active EE | $2,448 | $2,291+6.9% | $3,323-26.3% | $1,899+28.9% |
| Participant deferral / active EE | $1,324 | $2,589-48.9% | $3,652-63.8% | $3,046-56.5% |
| Admin fee / account holder | $182 | $123+47.7% | $5,300-96.6% | $91+100.2% |